FPA Owner Transitions

Last year a business broker with a network of a few hundred businesses throughout the country, took it’s best firm owner customers and their spouses on a fully paid trip. It was to Hawaii. Unfortunately, during a scuba diving excursion, one of the owners suffered a heart attack and died. On top of the shock his family… Continue reading Business Continuity Planning

A Certified Exit Planning Advisor® (CEPA) – your secret weapon for a smooth and successful business transition!  A CEPA brings expertise, coordination, and emotional support to help you achieve your long-term goals and maximize your business's value. Having a CEPA on your team is a game-changer for transition planning. 

Exit planning is a critical concept for business owners who want to ensure a smooth transition when they decide to leave their business. It’s not just about selling the company; it’s about preparing the business, its owner, and its stakeholders for that transition.

Running a family business can create a unique blend of personal and professional relationships where emotions run high. One of the biggest challenges in a family business is managing conflicts that arise from these close-knit relationships. However, with thoughtful business exit planning, it is possible to navigate these conflicts and ensure the smooth operation and… Continue reading Balancing Blood and Business: Tackling Common Family Business Conflicts

In the digital age, safeguarding your business from cyber threats is just as crucial as managing your finances. As businesses rely more on technology, the risk of cyber-attacks grows, making it essential to integrate cyber security into your financial strategy. This approach ensures not only the protection of your data but also the financial stability… Continue reading From Cyber Threats to Safe Bets: Integrating Cyber Security into Your Financial Strategy